Publish date September 7, 2017
Security level permissions are key activity where users will be maintained with relevant access as per their role. Few customers are still living with SuccessFactors Non-Role Based Permission features (Legacy Permission Framework) called Administrative Domains. This legacy framework is not compatible with new features being released by SuccessFactors on each quarter of the year.
Role Based Permissions (RBP)
Role Based Permission allows granular secular management with field level permissions in SuccessFactors. Role based permission defines permission roles and permission groups which would be assigned to a user with the specific target population. It means a specific role (user) can have permission to view/edit/create/delete any field in SuccessFactors for specific target users.
RBP framework includes structural-based permissions as standard but limited to authorizations for a manager and down to three levels One can control the permissions in almost all fields, menu items, and actions in employee files in Employee Central.
The understanding of Role Based Permission framework is mandatory for every SuccessFactors consultant. Let us understand RBP concept in detail as described below
The following activities are pre-requisites for the smooth transition to role based permissions in SuccessFactors.
Best process to maintain RBP
The instance must have role based permissions adhering to best practice and keeping in mind impact on system performance and maintenance efforts. Good governance process should be in place for any further changes. Points for maintaining best practice of RBP.
Caveats for maintaining role based permissions.
Rigorous testing of permission roles and group in an Instance
Each permission role and group must be tested rigorously to ensure each role with permissions must be tested to ensure permissions are granted as per customer requirement. Comprehensive testing is must before synchronizing the instance with production and also in the process of RBP configuration.
Pre-requisites for complete testing of roles.
For synchronization of Permission Roles & Groups, select Sync Permission Roles and Sync Permission Groups and Done.
There is an option to choose “Test Sync” to evaluate the results. During the test run, if the sync is successful, you can see the number of groups copied in the “UI” with “Add & Update Count.”
If it succeeds it shows up successful in downloaded report and if it is not successful, we can see “Failed Count.” If you are satisfied with successful result you can “Run Sync Now” to copy the groups and Roles.
You can read the same blog in detail by Poorna Murthy : (click here)
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Poorna Chandra Murthy Akurathi, Principal Consultant – Pre-sales & Delivery – SAP HCM/ SuccessFactors @YASH Technologies